Successive, alternating, or changing phases or conditions, as of life or fortune; ups and downs
This is the first word I learned from my mentor in the Insurance Industry. It has served me well in managing my business.
Being an advisor in today’s world is composed of a skill set of educator, student, good listener, and most important is finding the next solution for my clients and prospects.
Adjectives that are associated with what I do! Creative Tenacious, Analytical, Humorous and being there for the life cycle of my clients and their family.
There are two items in my office one is a clock that was given to me by a cousin, because I stated that the most important fact I bring to my client is “How Much Do They Need and When Do They Need It?”. The second item is a family reunion picture from 1992 of my extended family. It captures four generations of my family.
Member of: St. Philomena’s Parish and Knights of Columbus
Education: B.A. Economics St. Ambrose University.
23 hours completed for M.A. Iowa State University and Northern Illinois.
My ongoing education comes from the following sources:
1. My clients and projects
2. My 26 hour of continuing Education from the Industry.
3. My family and friends
Work Experience:
University of Chicago Hospital and Clinics. (1 year)
Dunn and Bradstreet Commercial Credit. (5 years)
Computer Systems Honeywell Federal Systems. (8 years)
Insurance Industry Experience: 28 years
Member of the National Association of Insurance and Financial Advisors. (NAIFA)
Areas of concentration is Life Insurance and Retirement Planning.
Maggio Financial Services was established in 1992. My goal is to provide the best solution in today’s ever changing economy. The constant question from clients is, “How much will I need and, more importantly, when do I need it?”
My mission is to provide solutions for wealth accumulation, using life insurance and annuities. This safety net allows for a more definitive timeline for accumulation and a flexible path of distribution.
Life Insurance, Disability Insurance, Fixed Annuities, Fixed Indexed Annuities, Health Insurance and Medicare Supplements
Being an advisor in today’s world is composed of a skill set of educator, student, good listener, and most important is finding the next solution for my clients and prospects.
I enjoy learning new things and keeping busy. My analytical mind is focused on helping our clients achieve their financial goals.
